Position in SHOP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$117,605
+$51,178 QoQ
Shares Held
1,030
+83.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,434
of 1,696 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $664,004 across 49 Software - Application names. SHOP ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,056 | $236,491 | |
| 2 | SHOP |
Shopify Inc.
This page
|
1,030 | $117,605 | |
| 3 | ADBE |
Adobe Inc.
|
464 | $95,129 | |
| 4 | UBER |
Uber Technologies, Inc
|
917 | $66,170 | |
| 5 | NOW |
ServiceNow, Inc.
|
406 | $40,307 | |
| 6 | CRM |
Salesforce, Inc.
|
134 | $20,992 | |
| 7 | PAYX |
Paychex Inc
|
207 | $20,354 | |
| 8 | ROP |
Roper Technologies Inc
|
42 | $14,212 |
All Filings in SHOP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,605 | 1,030 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $66,427 | 560 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $196,383 | 1,220 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $173,576 | 1,168 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $149,032 | 1,292 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $110,756 | 1,160 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $128,233 | 1,206 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $96,648 | 1,206 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $83,024 | 1,257 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $147,008 | 1,905 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $197,242 | 2,532 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $46,384 | 850 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $54,910 | 850 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $38,831 | 810 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $28,115 | 810 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $14,278 | 530 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $10,309 | 330 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $36,501 | 54 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $78,511 | 57 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $105,750 | 78 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $113,956 | 78 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $323,098 | 292 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $182,243 | 161 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $337,580 | 330 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $128,142 | 135 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $30,852 | 74 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||